Regardless of why, it is pretty clear that the climate is changing, making understanding climate risk an increasingly important aspect of portfolio management. Kiley Miller, Principal Director of Sustainable Investing at Envestnet, recently invited Jeff… Read more »
News + Insights
Q1 2024 Market Outlook: A.I. Earnings vs. the U.S. Economy
by Adam Bernstein, ESG / Impact Analyst Download PDF Version And Please Join Us: Gitterman Spring 2024 Quarterly Market Outlook Webinar Tuesday, April 30, 2024 3:00 – 4:00 PM ET Register Note: This webinar is for… Read more »
Quarterly Market Outlook Webinar: Spring 2024 – Tuesday April 30th @ 3:00 – 4:00 PM ET
Each quarter, Gitterman Asset Management’s Investment team, led by our CEO, Jeff Gitterman, and ESG/Impact Analyst Adam Bernstein, produce a market outlook to address the latest macroeconomic trends and sustainability issues facing investors and advisory… Read more »
Bipartisan Approaches to Climate Change
Those sounding the alarm about climate change are often associated with the political left, but if we are going to find lasting solutions, it will surely take a bipartisan effort. Jeff recently sat down at… Read more »
Climate Risk Enhanced Macro Analysis
Written by Adam Bernstein As we’ve discussed in our recent market outlook commentary, traditional economic indicators such as shrinking GDP, stubbornly high inflation, and rising interest rates mislead 70% of economists who expected a U.S. recession in… Read more »
January/February 2024 Market Commentary: Plateau Management
by Adam Bernstein, ESG/Impact Analyst At the start of 2023, investors and economists anticipated a challenging year for markets, and according to Bloomberg, 70% of economists polled expected a U.S. recession. Contrary to these predictions, it was… Read more »
Market Outlook Webinar: 2023 Wrap Up and Looking Ahead to 2024 – Thursday February 8th @ 3:00 – 4:00 PM ET
Each quarter, Gitterman Asset Management’s Investment team, led by our CEO, Jeff Gitterman, and ESG/Impact Analyst, Adam Bernstein, produce a market outlook to address the latest macroeconomic trends and sustainability issues facing investors and advisory firms… Read more »
December Market Commentary: The Powell Pivot and Setting the Scene at COP28
By Jessica Skolnick, CFA and Adam Bernstein Macro Update: The Powell Pivot On December 1st, less than 2 weeks prior to the December 13th FOMC meeting, Federal Reserve Chair Jerome Powell said in a speech that “it would be premature… Read more »
November Market Commentary: Another Pivot Party
By Jessica Skolnick, CFA and Adam Bernstein Macro and Markets Update As we pass the halfway point of the final quarter of 2023, we find ourselves in another risk-on rally fueled by hopes of an imminent soft… Read more »
Complimentary Invite: RIA Channel 2023 ESG Practice Playbook – 3 CFP / IWI / CFA CE Credits Available
Please join us for our next installment of our ESG Practice Playbook series with RIA Channel, specifically designed to train advisors on integrating ESG strategies with their existing practice. Join us for this complimentary 3-hour interactive program that will cover… Read more »